Arlington Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Arlington Partners’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,000	Closed	-$167K	–	554
2021 Q4	$167K	Hold	2,000	–	–	0.04%	140
2021 Q3	$148K	Hold	2,000	–	–	0.04%	134
2021 Q2	$145K	Hold	2,000	–	–	0.05%	112
2021 Q1	$130K	Hold	2,000	–	–	0.05%	123
2020 Q4	$128K	Hold	2,000	–	–	0.06%	73
2020 Q3	$116K	Hold	2,000	–	–	0.06%	74
2020 Q2	$104K	Sell	2,000 -10,980	-85%	-$526K	0.06%	81
2020 Q1	$536K	Hold	12,980	–	–	0.28%	47
2019 Q4	$628K	Buy	12,980 +2,000	+18%	+$92.7K	0.39%	22
2019 Q3	$494K	Hold	10,980	–	–	0.31%	26
2019 Q2	$492K	Sell	10,980 -168	-2%	-$7.39K	0.22%	58
2019 Q1	$480K	Buy	+11,148	New	+$457K	0.34%	28

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arlington Partners's IVW Position: Q1 2022 in Review

Arlington Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2022, closing a stake of 2,000 shares — an estimated $167K sold.

Arlington Partners first reported a position in IVW in Q1 2019 and held it in 12 quarters. The position peaked at $628K in Q4 2019. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

Arlington Partners reported no remaining iShares S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
Arlington Partners sold 2,000 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $167K.
Arlington Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and held it in 12 quarters.
Arlington Partners's iShares S&P 500 Growth ETF position peaked at $628K in Q4 2019.
1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on Arlington Partners's 13F filing for Q1 2022, filed 14 Apr 2022.